Author
@altcap altcap
Institutional growth PM evangelizing a data-grounded, secular AI-infrastructure bull thesis
Posts macro frameworks and fundamental commentary on the AI
trader score
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hit rate
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mean α
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signals 14d
3
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | · | @altcap | · | Says rapid response and new framework put America's frontier AI models back online and accelerate progress. | · | tweet ↗ |
| 2026-06-30 | · | @altcap | · | Discusses whether GLM 5.2 pushes the frontier, but no public ticker is named. | · | tweet ↗ |
| 2026-06-26 | · | @altcap | · | Discusses export controls on frontier AI models and China competition. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.